EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.07M
3
+$4.18M
4
GOL
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
+$3.68M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.39M

Top Sells

1
+$58.5M
2
+$13.3M
3
+$8.63M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.33M
5
VTV icon
Vanguard Value ETF
VTV
+$3.44M

Sector Composition

1 Financials 5.03%
2 Consumer Discretionary 4.19%
3 Technology 2.85%
4 Materials 2.12%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
51
-20
277
$4K ﹤0.01%
30
+8
278
$4K ﹤0.01%
145
-53
279
$4K ﹤0.01%
+400
280
$4K ﹤0.01%
41
-25
281
$4K ﹤0.01%
96
-555
282
$3K ﹤0.01%
21
-313
283
$3K ﹤0.01%
+58
284
$3K ﹤0.01%
+45
285
$3K ﹤0.01%
+365
286
$3K ﹤0.01%
44
-1,816
287
$3K ﹤0.01%
130
-4,210
288
$3K ﹤0.01%
31
-4,260
289
$3K ﹤0.01%
34
+6
290
$3K ﹤0.01%
+25
291
$3K ﹤0.01%
+500
292
$2K ﹤0.01%
+28
293
$2K ﹤0.01%
26
-9
294
$2K ﹤0.01%
36
-589
295
$2K ﹤0.01%
13
-31
296
$2K ﹤0.01%
230
-582
297
$2K ﹤0.01%
40
-9
298
$2K ﹤0.01%
43
-532
299
$2K ﹤0.01%
130
300
$2K ﹤0.01%
+14,000
10 11
12
13 14